Product Feature Update: Consolidate View for Holdings

Introduction

When you invest in bonds, returns aren’t just about percentages they’re about timing. Knowing when money comes back to you is just as important as knowing how much you earn.

As portfolios grow across multiple bonds and issuers, payout visibility can start to feel scattered. To bring clarity back to the home screen, we’ve introduced a consolidated view of your monthly payouts alongside your holdings so you can see the bigger picture at a glance.

Why Payout Visibility Matters

For many investors, bond payouts are a key part of monthly planning. They might be used to reinvest, manage expenses, or simply understand expected cashflows.

But when payouts are spread across different holdings, understanding your monthly income often requires effort. You need to open individual bonds, remember payout schedules, and mentally add things up. Over time, this turns a predictable asset class into something that feels harder to track than it should be.

Clear visibility isn’t just convenience it’s the foundation for confident decision-making.

What We’ve Changed

With this update, your home screen now reflects a consolidated view of your monthly payouts across all active holdings.

Instead of navigating through multiple pages, you can now see how your bonds come together as a portfolio. This view combines your expected payouts with your overall holdings, giving you immediate context the moment you open the app.

It’s designed to surface the information that matters most without requiring extra taps or calculations.

How This Helps You Plan Better

When payouts are clearly visible in one place, planning becomes easier and more intentional.

You can better anticipate how much income is expected in a given month, understand how your investments are working together, and decide when it makes sense to deploy capital into new opportunities. Over time, this clarity helps turn bond investing into a structured system rather than a collection of individual decisions.

The goal is simple: less tracking, more planning.

Closing Note

As investors diversify across tenures, issuers, and payout schedules, portfolios naturally become more complex. This feature is built with that growth in mind. Bonds are chosen for their predictability. Your portfolio experience should reflect the same principle.

By bringing payouts and holdings together on the home screen, we’re making it easier to understand your income, plan ahead, and invest with confidence.

More clarity-focused improvements coming soon.